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Procurement Header Toolbar

 
Procurement Header Toolbar
1

Select Record Dropdown

1. Select Record Dropdown
2

Search Record Button

2. Search Record Button
3

Add Record Button

3. Add Record Button
4

Save Record Button

4. Save Record Button
5

Revise Record Button

5. Revise Record Button
Click this button to open the Revise Procurement dialog.
 
 
Copy Bidders
If you check this box bidders will be copied to the revision. If you check this box you can select one of these sub-options: Active Bidders Only, Inactive Bidders Only, All Bidders.
 
Copy Best Bids
If yo check this box, and the Copy Bidders box is checked, the Best Bid for each bidder will be copied to the revision.
6

Delete Record Button

6. Delete Record Button
7

Notification Button

7. Notification Button
8

Print Button

8. Print Button
9

Generate Button

9. Generate Button
Click the dropdown next to the icon and select "Commitment" to open the Generate Commitment dialog.
 
 
Configure the settings at the top of the dialog, check the Include field in the table for bid items you wish to use and then click the Generate Commitment button. Note that the Generate Commitment button is not available if a Commitment has already been generated from the Procurement record.
 
Commitment Section
These settings determine some fields in the header of the Commitment that will be created and whether or not additional metadata will be copied to it.
 
Use Online Bid Quantities and Costs or Use Procurement Quantities and Costs
A powerful feature of PMWeb Procurement is that you can elect to enter bid data manually (without Online Bidding), use Online Bidding data exactly as it is submitted by bidders, or allow the Procurement to be updated by Online Bidding but then modify it within the Procurement record. The radio buttons govern what data from bid items will be copied to the Commitment. See Procurement Manage Bids Tab for more information about synchronizing Online Bidding and Procurement records.